Orgel Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,742 shares of IWP stock, worth $368,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,742

Previous 2,742 -0.0%

Holding current value

$368,415

Previous $302,000 6.29%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$105.7 - $113.43 $10,041 - $10,775	-95 Reduced 3.35%	2,742 $302,000
Q1 2024 Apr 15, 2024	SELL	$100.66 - $114.14 $39,358 - $44,628	-391 Reduced 12.11%	2,837 $323,000
Q4 2023 Jan 11, 2024	BUY	$85.66 - $105.12 $2,569 - $3,153	30 Added 0.94%	3,228 $337,000
Q3 2023 Oct 26, 2023	SELL	$89.97 - $100.32 $45,614 - $50,862	-507 Reduced 13.68%	3,198 $292,000
Q2 2023 Jul 10, 2023	SELL	$87.72 - $96.63 $12,456 - $13,721	-142 Reduced 3.69%	3,705 $358,000
Q4 2022 Jan 17, 2023	SELL	$77.4 - $89.88 $49,303 - $57,253	-637 Reduced 14.21%	3,847 $0
Q3 2022 Oct 25, 2022	SELL	$78.02 - $94.38 $145,429 - $175,924	-1,864 Reduced 29.36%	4,484 $352,000
Q2 2022 Jul 13, 2022	BUY	$75.41 - $102.47 $478,702 - $650,479	6,348 New	6,348 $503,000

Others Institutions Holding IWP

# of Institutions

1,085

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History